Craig and Art developed their dividend value approach over nearly 20 years of investing together. Alpha Omega’s investment team actively researches and analyzes equities using a number of different criteria. The firm’s All-CapDividend Value Portfolio is designed to minimize volatility and outperform in down markets.
Using a bottom-up approach, Alpha Omega believes the best results can be achieved through objective, fundamental analysis. The portfolio typically holds approximately 30-40 equally weighted positions with a minimum market capitalization of $4oo million. Annual turnover ranges from 20%-30%. Alpha Omega strives to be fully invested.